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Mastercard

3,014 hedge funds and large institutions have $311B invested in Mastercard in 2023 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,070 increasing their positions, 1,189 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
+214
Holders Change %
+7.64%
% of All Funds
44.18%
Holding in Top 10
310
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.91%
% of All Funds
4.54%
New
346
Increased
1,070
Reduced
1,189
Closed
97
Calls
$3.41B
Puts
$3.7B
Net Calls
-$292M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
801
Foundations Investment Advisors
Arizona
$9.17M +$1.64M +3,552 +22%
GC
802
Giverny Capital
Quebec, Canada
$9.12M +$269K +630 +3%
EF
803
Empowered Funds
Pennsylvania
$9.09M -$395K -925 -4%
BFG
804
Bleakley Financial Group
New Jersey
$9.04M -$1.22M -2,851 -12%
RWM
805
RKL Wealth Management
Pennsylvania
$9.04M -$209K -490 -2%
FIM
806
Fruth Investment Management
Texas
$9.03M -$10.7K -25 -0.1%
SYBT
807
Stock Yards Bank & Trust
Kentucky
$9M -$512K -1,200 -5%
FNBOO
808
First National Bank of Omaha
Nebraska
$8.98M -$1.56M -3,656 -15%
FIS
809
Fundsmith Investment Services
Mauritius
$8.94M +$1.01M +2,374 +13%
HCA
810
Harbor Capital Advisors
Illinois
$8.93M -$39.2K -92 -0.4%
QIM
811
Quest Investment Management
Oregon
$8.89M -$5.18M -12,146 -37%
FLPIM
812
F.L. Putnam Investment Management
Massachusetts
$8.83M +$12.8K +30 +0.1%
CRCM
813
Crystal Rock Capital Management
Illinois
$8.82M
CHAM
814
Clear Harbor Asset Management
Connecticut
$8.81M +$368K +862 +4%
SCA
815
Snowden Capital Advisors
New York
$8.8M +$225K +527 +3%
GFA
816
Gifford Fong Associates
California
$8.71M
CCG
817
Cypress Capital Group
Florida
$8.68M -$167K -391 -2%
LOAME
818
Lombard Odier Asset Management (Europe)
United Kingdom
$8.65M -$539K -1,263 -6%
RCWM
819
Royal Capital Wealth Management
Indiana
$8.65M -$69.5K -163 -0.8%
PIM
820
Progressive Investment Management
Oregon
$8.63M -$20K -47 -0.2%
DGAM
821
Desjardins Global Asset Management
Quebec, Canada
$8.61M +$2.25M +5,265 +35%
GI
822
Gradient Investments
Minnesota
$8.6M -$165K -388 -2%
CAM
823
Cypress Asset Management
Texas
$8.59M -$37.1K -87 -0.4%
CFGS
824
Concourse Financial Group Securities
Alabama
$8.59M -$456K -1,070 -5%
IA
825
Icon Advisers
Colorado
$8.56M